Short Hills, NJ Financial Advisors & Wealth Management

Investing done differently. Strategic wealth planning for all markets and financial goals.

Speak with an Advisor at our Short Hills, New Jersey Office

With decades of experience providing top-notch financial advisory and wealth management services in the city of Short Hills, Churchill Management Group takes pride in assisting clients in achieving their unique financial goals locally and nationally.

Connect with financial advisors in our Short Hills location, headed by Jeffrey Darien, for comprehensive wealth management, financial advice, and retirement planning solutions. Start building your wealth management plan today.

Your Financial Future Starts Now

Call Us

Connect with our Short Hills team of dedicated financial advisors to learn more about our comprehensive wealth management solutions.

(917) 902-3469

Contact Us

[email protected]

Want us to reach out to you? Fill out our online form, and our team will contact you shortly.

FIRST Name(Required)

LAST NAME(Required)

ZIP CODE(Required)

Email(Required)

Phone

Name

This field is for validation purposes and should be left unchanged.

Why Churchill Management?

Explore a tailored wealth management experience designed around your goals.
Learn why clients continuously choose Churchill Management for their wealth management needs

$8B+

Total Assets
Managed*

50 States

Regional
Coverage

35+

Industry-Leading
Advisors

_{*As of 12/31/2023. AUM includes both discretionary and non-discretionary assets under advisement. Churchill Management Group is a registered investment advisor. For GIPS(R) purposes the firm definition does not include direct real estate assets.}

Meet Our Team of Short Hills Financial Advisors

We provide a personal touch to achieve your goals.

At Churchill Management Group, we fully understand that no two clients are the same. Everyone lives a different life, has different risk tolerances, and different goals regarding what they hope the future will hold. Our team of seasoned experts is dedicated to crafting personalized strategies and guiding you toward a secure and prosperous future.

Jeffrey Darien

Vice President

Mr. Darien joined Churchill Group in 2021 as a Vice President. He began his Wealth Management career over 25 years ago and has been a Senior Director – Investments with Oppenheimer, Vice President, Senior Financial Advisor with Merrill Lynch and Vice President, Financial Consultant with Charles Schwab. Mr. Darien served on Schwab’s National Sales Council representing Financial Consultants for the Northeast Region. His mission has always been to simplify the financial lives of individuals and families with comprehensive planning and investment management.

Mr. Darien received a Bachelor of Science in Business Administration from the University of Richmond’s Robins School of Business.

Scott M. Perkins MBA, CFP®

Vice President Director of Financial Planning

Mr. Perkins joined Churchill Management Group’s Team in 2014 with over eighteen years of experience in the financial services industry. Prior to working at Churchill Management Group, Mr. Perkins worked at Ronald Blue & Co., specializing in comprehensive financial planning for high-net-worth clients and their families. Mr. Perkins began his financial services career in retail banking and real estate investing.

Mr. Perkins has a Bachelor of Arts Degree in Psychology from Cal. State University, Fullerton. In addition, he has two Master Degrees from Cal. State University, San Bernardino. These include a Masters of Business Administration and a Masters Degree in Finance. Coupled with his extensive experience and education, Mr. Perkins is a Certified Financial Planner (CFP®) making him uniquely qualified in the role he plays at Churchill Management Group.

About Churchill Management

At Churchill Management Group, our clients’ relationships are founded on respect, trust, and open communication. With our proven multi-strategy approach to investing, that combines Fully Invested and Tactical Investment strategies, we tailor a customized investment plan to aim to manage risk and seek long-term capital growth, with our clients’ financial goals and needs in mind. Since 1963, Churchill has committed to providing a clear path to a brighter future for those we serve.

Our Services

Churchill Management offers comprehensive financial planning, and wealth management services aiming to achieve your financial goals. Our team of Short Hills financial advisors will work with you to understand your needs and develop a personalized plan focusing on your financial objectives. We offer a wide range of services, including:

Wealth Management

Retirement Planning

401(k) Planning

Social Security Planning

Insurance Planning

Legacy Planning

Risk Analysis

Net Worth Analysis

Income & Expenses
Cash Flow Analysis

We offer a Multi-Strategy approach aiming to help our clients achieve their goals while sleeping comfortably at night. Clients have full access to our menu of both Tactical and Fully-Invested strategies to create a unique allocation best suited to their individual risk tolerance.

READ MORE >

Retirement plans are tough to make. For this reason, we help retirees with the best approaches towards planning for their future. By providing a cash flow analysis of your income and expenses your financial advisor will help you make asset management decisions that are both flexible and built to last.

READ MORE >

Our custom-tailored 401(k) plans have opened new doors of opportunity for our clients. As the Plan Sponsor, you are able to connect your employees with an experienced money manager who has worked with clients since 1963. Whether you’re making a 401(k) plan or need a financial advisor for future wealth management, our team is here to help.

READ MORE >

This allows us to take a closer look at your situation, collecting all relevant information needed to aim to optimize your net after-tax income. The timing of taking Social Security benefits, along with the sequence of retirement accounts and other asset withdrawals, can impact your retirement finances.

READ MORE >

Even if you’re in perfect health today, that may not hold true forever. Along with your insurance expert, our team of professionals can take a closer look at your situation to make sure that you’re adequately covered, regardless of what happens with your health or other factors in the future. See the Financial Planning disclosure here.

READ MORE >

Working with your Estate Planning Attorney, Churchill Management will help you implement an investment strategy that considers the various planned and unplanned events that could occur and impact your wealth. We may also be able to connect you with third-party experts that will set up your estate to be preserved however you see fit. Working with your Estate Planning Attorney, we can manage your assets to help outline a clear path forward to achieving your legacy goals. See the Financial Planning disclosure below.

READ MORE >

As your advisory firm, we aim to put your financial goals first. Every risk management plan is built for long-term care. Your investment advisor can help you make your own high-net-worth future, step by step.

READ MORE >

Your net worth does more than just show you how far you’ve come. It’s also a great indication of where you’re going. We’ll aim to make sure that you’re on the right path and moving in the right direction.

READ MORE >

Together, this will show both your liquidity and your overall profitability in terms of the money you’re bringing in and where it’s going every month. Truly understanding this flow provides the path toward maximizing your savings while still being able to enjoy everyday life.

READ MORE >

Financial Advisors & Wealth Management in Short Hills FAQs

1. What is wealth management, and why is it important?

Our wealth management services in Short Hills, NJ provide a comprehensive service that combines financial planning, investment advisory services, and financial life management to help clients achieve their financial goals. It’s important because it provides personalized strategies to grow, protect, and transfer wealth efficiently. Leveraging a financial advisor is important in achieving financial goals because they provide expertise, experience, and objectivity. A financial advisor can help individuals create a comprehensive financial plan tailored to their specific needs and goals. They provide valuable guidance in areas such as investment strategies, retirement planning, and risk management. By working with a financial advisor, individuals can make informed decisions, stay on track, and navigate the complexities of the financial landscape with confidence, ultimately increasing their chances of achieving their financial goals.

2. What wealth management services do you offer in Short Hills, NJ?

Our wealth management services in Short Hills, NJ, include:

Wealth management
Retirement planning
401(k) planning
Social security planning
Insurance planning
Risk analysis
Net worth analysis
Income & expenses cash flow

These services are tailored to meet the unique needs of each client.

3. Does Churchill Management have other locations?

Yes, in addition to the Short Hills wealth management location we have numerous offices across the US and are ready to provide comprehensive investment management and financial planning solutions. See our locations page for all cities.

4. How do investment advisory services differ from other financial services?

Investment advisory services focus specifically on providing investment advice and managing investment portfolios. Unlike general financial services, which may include a range of products like insurance and annuity products, investment advisory services are dedicated to optimizing your investment strategy for maximum growth.

5. How do private wealth advisors differ from traditional financial advisors?

Private wealth advisors offer a more personalized and exclusive level of service compared to traditional financial advisors. In Short Hills, NJ, our private wealth advisors focus on high-net-worth individuals, providing tailored wealth management services that address complex financial needs and goals.

6. How can I start working with a wealth management financial advisor in Short Hills, NJ?

To start working with a wealth management financial advisor in Short Hills, NJ, simply contact our office to schedule a consultation. Our team will assess your financial situation, discuss your goals, and develop a customized wealth management plan tailored to your needs.